Example
How does the advisor help clients – Key Takeaways:
ALPINE WEALTH ADVISORS, LLC is a financial advisory firm that provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a team of experienced financial experts, the firm offers a wide range of services to cater to the diverse needs of its clients. From retirement planning to investment management, ALPINE WEALTH ADVISORS, LLC prides itself on its client-centered approach and commitment to providing top-notch financial guidance.
Facts and Insights
Founded in 2002, ALPINE WEALTH ADVISORS, LLC has over 18 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and has its principal place of business in Washington, D.C. As of their latest Form ADV filing in 2020, the firm reported $1.3 billion in assets under management and a team of 11 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1.3 billion | 11 | 18 |
Financial Services Offered
ALPINE WEALTH ADVISORS, LLC offers a variety of financial services to its clients, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and institutions. With its holistic approach, ALPINE WEALTH ADVISORS, LLC caters to the financial needs of clients at every stage of life, from young professionals to retirees.
Fees & Compensation
ALPINE WEALTH ADVISORS, LLC operates on a fee-only basis, meaning they do not earn any commissions from the sale of financial products. The firm charges a percentage of assets under management as their annual fee, with rates varying depending on the client’s investment portfolio and services provided.
Background
ALPINE WEALTH ADVISORS, LLC is led by a team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. The firm’s founder and CEO, John Smith, has over 25 years of experience in the financial industry. He holds multiple certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know
As a registered investment advisor, ALPINE WEALTH ADVISORS, LLC is required to disclose any potential conflicts of interest to their clients. The firm has a fiduciary duty to act in the best interests of their clients and must disclose any affiliations, compensation arrangements, or potential conflicts that may arise.